Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.5B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,355
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$46.6M
3
+$37.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36.4M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$29.2M

Top Sells

1
+$62.6M
2
+$58.7M
3
+$47.9M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$31.8M
5
AAPL icon
Apple
AAPL
+$23.1M

Sector Composition

1 Technology 10.74%
2 Financials 4.96%
3 Consumer Discretionary 4.15%
4 Healthcare 3.65%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$201K ﹤0.01%
3,495
-2,659
2902
$201K ﹤0.01%
31,966
+18,066
2903
$200K ﹤0.01%
+15,106
2904
$200K ﹤0.01%
3,104
-1,018
2905
$200K ﹤0.01%
3,937
-315
2906
$200K ﹤0.01%
1,388
-4,413
2907
$200K ﹤0.01%
51,348
-753
2908
$199K ﹤0.01%
28,378
-21,902
2909
$198K ﹤0.01%
+12,057
2910
$198K ﹤0.01%
12,257
+34
2911
$198K ﹤0.01%
13,302
-939
2912
$198K ﹤0.01%
+225,166
2913
$198K ﹤0.01%
+31,266
2914
$197K ﹤0.01%
+12,692
2915
$197K ﹤0.01%
10,000
-12,835
2916
$197K ﹤0.01%
+16,180
2917
$196K ﹤0.01%
13,073
+361
2918
$196K ﹤0.01%
+10,633
2919
$195K ﹤0.01%
+10,541
2920
$193K ﹤0.01%
11,459
-151
2921
$193K ﹤0.01%
18,573
-12,426
2922
$193K ﹤0.01%
10,073
-239
2923
$190K ﹤0.01%
46,074
-250
2924
$187K ﹤0.01%
33,645
-7,120
2925
$187K ﹤0.01%
102,304
-16,946
115 116
117
118 119